IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

IBMM was delisted on the 2nd of December, 2024.

159 hedge funds and large institutions have $456M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 8 closing their positions.

Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
54
Reduced
61
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.6M +$41.2M +1,587,057 +331%
Bank of America
2
Bank of America
North Carolina
$43.2M -$1.45M -56,048 -3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$25.5M +$1.51M +58,241 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21M +$84.6K +3,264 +0.4%
US Bancorp
5
US Bancorp
Minnesota
$18.1M +$942K +36,310 +5%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.5M +$1.51M +58,216 +10%
KCM
7
Kathmere Capital Management
Pennsylvania
$15.4M +$12.6M +487,041 +461%
UBS Group
8
UBS Group
Switzerland
$14M +$501K +19,316 +4%
NA
9
NewEdge Advisors
Louisiana
$13.4M -$58.1K -2,242 -0.4%
Wells Fargo
10
Wells Fargo
California
$13M -$518K -19,960 -4%
LPL Financial
11
LPL Financial
California
$11.5M +$1.3M +49,983 +13%
GT
12
Glenview Trust
Kentucky
$8.59M +$34K +1,311 +0.4%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$7.73M +$7.73M +298,082 New
CIA
14
Covington Investment Advisors
Pennsylvania
$7.23M +$1.73M +67,180 +32%
Stifel Financial
15
Stifel Financial
Missouri
$7.21M -$3.53M -136,252 -33%
Truist Financial
16
Truist Financial
North Carolina
$6.76M -$148K -5,698 -2%
LIM
17
Leavell Investment Management
Alabama
$6.65M -$2.47M -95,102 -27%
RFC
18
Regions Financial Corp
Alabama
$6.24M +$2.7M +104,031 +76%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.02M -$2.36M -90,879 -28%
CIM
20
Confluence Investment Management
Missouri
$5.8M -$1.13M -43,560 -16%
PWM
21
Praetorian Wealth Management
California
$5.35M -$65.9K -2,542 -1%
RJA
22
Raymond James & Associates
Florida
$4.88M -$22.8K -878 -0.5%
IWC
23
Integrated Wealth Concepts
Massachusetts
$4.8M +$154K +5,938 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.53M +$342K +13,201 +8%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.51M +$134K +5,171 +3%